Where to look for the next billion dollar agentic application

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Agentic Application DomainsMarket and Opportunity AnalysisEnterprise AI Investment TrendsAnthropic DatasetThe Build - AI Live Demosagentic-aimarket-analysisai-investmentbusiness-strategyai-toolsdata-drivenstartup-ideas

Key Takeaways

Business

  • Enterprise AI investment is experiencing a slowdown, requiring more strategic evaluation of opportunities.
  • Systematic frameworks like Project Evaluation Model and Top-Down Market Assessment help in identifying viable agentic applications.
  • Continuous strategic recap is essential to adapt to shifting market dynamics and AI buzzword fatigue.

Technical

  • Bubble Chart Market Analysis and Revenue-per-Employee Layer provide structured methods for market and financial analysis.
  • Analysis Replication Workflow ensures reproducibility and reliability in opportunity assessment.
  • Utilizing agentic datasets such as Anthropics facilitates data-driven development and evaluation.

Personal

  • Be cautious of AI buzzwords to maintain clear and accurate understanding of technology capabilities.
  • Engaging with systematic exercises enhances critical thinking in identifying innovative business ideas.
  • Regular strategy reviews help develop adaptability and resilience in fast-evolving AI markets.

In this episode of The Build, Cameron Rohn and Tom Spencer discuss where to look for the next billion dollar agentic application and outline concrete technical and business paths forward. They begin by reviewing datasets and tooling—Anthropic Dataset, Claude Desktop/Web Data, and Langsmith integrations—framing how Ai agents and API integration shape viable product surfaces. The conversation then shifts to developer workflows and deployment, covering MCP tools, Vercel for frontend delivery, Supabase for auth and realtime backends, and practical development tools that accelerate iteration. They explore architecture and reproducibility through Bubble Chart Visualization, Tableau Dashboard, and the Bubble Chart Market Analysis framework to power Tableau-Enabled Market Intelligence and Analysis Replication Workflow. Along the way they map a Project Evaluation Model and Systematic Opportunity Discovery for AI Solutions for High-Median Sectors, weighing monetization, open source community dynamics, and building in public strategies. The hosts synthesize technical architecture decisions—authentication patterns, service boundaries, and agent orchestration—with entrepreneurship insights about market timing and investor sentiment. The episode closes with a forward-looking call: developers and founders should prototype agentic workflows quickly, publish learnings publicly, and iterate on architecture and go-to-market assumptions to uncover the next scalable opportunity.